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Jan 16, 2013
01/13
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buy to hold, it is central casting cliche downgrades. i suspect you will be hearing one of them tomorrow about lennar, the great home builder no doubt because of stretch valuations. lack of catalyst. don't be surprised when they tell us the same thing in the end about facebook. it turned out to be as powerful as blockbuster video? repeat after me, stretch valuations and no catalysts. maybe they were waiting to get kicked to the curb. maybe something else at work that can make us some money. first, let me just say that this market has been nothing short of remarkable. apple, bad estimate cut. this stock seems to cut the heart out of this market every day. like the weird guy in "temple of doom." it is getting ugly out there. and it is so bad on twitter some holders are blaming my daughter for not liking the new itunes. we had horrendous headlines of a total government shutdown. still, it may lead to a downgrade in us debt. we are being told that the debt ceiling wrangling could be even worse for the country than going over the fiscal cliff
buy to hold, it is central casting cliche downgrades. i suspect you will be hearing one of them tomorrow about lennar, the great home builder no doubt because of stretch valuations. lack of catalyst. don't be surprised when they tell us the same thing in the end about facebook. it turned out to be as powerful as blockbuster video? repeat after me, stretch valuations and no catalysts. maybe they were waiting to get kicked to the curb. maybe something else at work that can make us some money....
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to i don't conversation here but with all respect if we're just going to if we're going to speak in cliches we're not going to get anywhere first of all historically this is just infantile the founding fathers believe very much in democracy no democracy involved of course and you had a mockery that only applied to people who own property you had a birth defect of slavery which the country then threw itself into a civil war largely to remove but when you talk about imposing values on others i'm sorry i was all for imposing values on national socialist germany we had a right not legation to go in there and destroy that regime fascist the pan as well i don't but look the iraq war i was against the iraq war afghanistan i think there's an argument for that but this idea that somehow america imposing its values across the world is the norm that's not true and the united states getting involved in the second world war leaving five hundred fifty thousand men dead in in africa in asia and europe a war it could all that i'd like a lot of money alleghany i go there are going to try you know they're no
to i don't conversation here but with all respect if we're just going to if we're going to speak in cliches we're not going to get anywhere first of all historically this is just infantile the founding fathers believe very much in democracy no democracy involved of course and you had a mockery that only applied to people who own property you had a birth defect of slavery which the country then threw itself into a civil war largely to remove but when you talk about imposing values on others i'm...
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Jan 24, 2013
01/13
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and this notion of a lost generation, it sounds like a cliche. it's a reality because everything shows that if at the beginning of your professional career you're out of the jobs market six months to a year, you have a difficult time getting back in again. that is the situation that one-third of the unemployment in europe face. >> why do you think they've been comfortable with the price? >> the question i most free throwly get asked about youth unemployment, if it's going to create social instability, are we going to see a revolution crossing the mediterranean? and my answer to that is if you have 55%, 65% of young people out of work in your country, you have a social problem, you have a social stability threat. let's not wait to get to the edge of the abyss in those terms to act. the real trigger for action should be that there's a massive waste of economic resources and human rights. for the moment to move actually was yet yesterday. but let's do it now. >> we saw composite pmi today. there's one company that stood out, france. much weaker than
and this notion of a lost generation, it sounds like a cliche. it's a reality because everything shows that if at the beginning of your professional career you're out of the jobs market six months to a year, you have a difficult time getting back in again. that is the situation that one-third of the unemployment in europe face. >> why do you think they've been comfortable with the price? >> the question i most free throwly get asked about youth unemployment, if it's going to create...
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Jan 25, 2013
01/13
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CNBC
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so i think everything is fine and i think that, you know, the old cliche is don't fight it and i think as the public realizes, and people realize the market is not going to come back. >> it's been great having you again. we appreciate your patience and we look forward to having you back soon. guys, leave us with a thought from each of you if you would. set us up for next week. we are at the point in the market we haven't been for five years. s&p 500 hanging out. industrial average point away from its all-time high. >> there is a lot to look forward to and you know a lot of it will be about what transpired on our network for the last 45 minutes. herbalife will be on everybody's lips even though that is not the economy. economy is doing better than we expected. we talked about german business confidence and so forth. but there certainly will be a new focus on herbalife, scott. and that's going to be my focus into next week. >> there's one thing that does trouble me. what troubles me is that we are all bullish here. everybody i talked to is bullish. despite how bullish people are and desp
so i think everything is fine and i think that, you know, the old cliche is don't fight it and i think as the public realizes, and people realize the market is not going to come back. >> it's been great having you again. we appreciate your patience and we look forward to having you back soon. guys, leave us with a thought from each of you if you would. set us up for next week. we are at the point in the market we haven't been for five years. s&p 500 hanging out. industrial average...
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Jan 15, 2013
01/13
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CNBC
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news conference today not only didn't include any talk of compromise, but he wheeled out the old nasty cliches about the republicans not caring about the old and the sick. let's welcome a former obama campaign aide joining our panel. kate obenshain and robert costa. kate, besides talking about how republicans hate the sick, hate the young, hate everybody -- >> disabled. >> yeah, disabled. sorry about that. he also made sure to include that he wants more taxes. more taxes. obama care taxes are already kicking in. we just had a tax increase on investors and small businesses. can you beat that, more taxes? >> this should come as a surprise to nobody, larry. obama's goal is not some sound economy when he -- as his legacy, his goal is as to fundamentally transform america where we have a vastly expanded size of government. he won't talk about cuts except little ones on the side. but he wants to continue to expand government. he doesn't care about deficits. he's not going to deal on this. >> you know, a couple of times during the news conference, i was interested in this. president obama said to con
news conference today not only didn't include any talk of compromise, but he wheeled out the old nasty cliches about the republicans not caring about the old and the sick. let's welcome a former obama campaign aide joining our panel. kate obenshain and robert costa. kate, besides talking about how republicans hate the sick, hate the young, hate everybody -- >> disabled. >> yeah, disabled. sorry about that. he also made sure to include that he wants more taxes. more taxes. obama care...
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Jan 29, 2013
01/13
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CNBC
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actually higher right now and trimming lower than last year, in other words, a lot of room -- i know it's cliche to say sideline money but the shorts can cover and the market keeps going up. we would continue to think any and all pullbacks, 2% to 4% is it and we'll continue to buy into april. >> why april? what's the problem with april? >> no problem with a. historically the last three years had a market that tend to peak around then, sell or may go away but near term, all of the worries we saw a month ago, two months ago, we think all of those things, investors got a little too squared. hedge funds institutions have drastically missed this rally. still underexposed equities, a lot of reason to play catchup and the next two, three months looks like pretty clear sailing. >> a lot of momentum into markets, okay. get your take on 14,000, another round number. feels like this market wants to reach it and go behind and hit another all-time high. you heard peter costa say it's going to happen this week. >> it may. not a hoppyist headwind. the debt ceiling debate has been delayed for three months no. r
actually higher right now and trimming lower than last year, in other words, a lot of room -- i know it's cliche to say sideline money but the shorts can cover and the market keeps going up. we would continue to think any and all pullbacks, 2% to 4% is it and we'll continue to buy into april. >> why april? what's the problem with april? >> no problem with a. historically the last three years had a market that tend to peak around then, sell or may go away but near term, all of the...
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Jan 6, 2013
01/13
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CNNW
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use whatever cliche you want. a bit of momentum, finally, in the right direction. >> economic momentum in the u.s. that will reduce some of the political pressure. the u.s. isn't europe and a deal isn't as urgent and won't be until 2013, but i think a little less polarized than it has been in obama's first term. >> on that optimistic note, thank you, all. good way to say it, happy 2013. >>> we will be back. him. morning starts in high spirits, but there's a growing pain in his lower back. as lines grow longer, his pain continues to linger. but after a long day of helping others, he gets some helpful advice. just two aleve have the strength to keep back pain away all day. today, jason chose aleve. just two pills for all day pain relief. try aleve d for strong, all day long sinus and headache relief. >>> now for our "what in the world" segment. the recent school shooting in connecticut looked like a tipping point in public consciousness. americans have been asking themselves tough questions. why does this happen so
use whatever cliche you want. a bit of momentum, finally, in the right direction. >> economic momentum in the u.s. that will reduce some of the political pressure. the u.s. isn't europe and a deal isn't as urgent and won't be until 2013, but i think a little less polarized than it has been in obama's first term. >> on that optimistic note, thank you, all. good way to say it, happy 2013. >>> we will be back. him. morning starts in high spirits, but there's a growing pain in...
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Jan 15, 2013
01/13
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CNBC
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so you've heard the cliche about analog dollars and digital dimes, now mobile pennies. as more and more of the eyeballs and the audience is going to mobile, the ability to monetize it becomes even more challenging. so facebook and google and a lot of companies have really a great mobile strategy. i'm not sure that the true big dollars are going to be there -- >> they've got to be there at some point, don't they? if that's the way people are digesting content? >> i don't know if you're going to be able to monetize it to the same degree that you were able to monetize it in the old business. >> what does that mean? >> i think what it means is it's a great time to be a consumer. the consumers will have more choices to get their content than they ever had before. they'll have a ball. the question is, even the content owners. it's not quite as easy to just say, well, gee, i have this content and i can then sell it across all of these platforms. you know? the people who are the big winners are the nfl, you know, people like that. what the nfl has done, interestingly, is they'v
so you've heard the cliche about analog dollars and digital dimes, now mobile pennies. as more and more of the eyeballs and the audience is going to mobile, the ability to monetize it becomes even more challenging. so facebook and google and a lot of companies have really a great mobile strategy. i'm not sure that the true big dollars are going to be there -- >> they've got to be there at some point, don't they? if that's the way people are digesting content? >> i don't know if...
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Jan 6, 2013
01/13
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CNNW
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will the fiscal challenges of the year, no, we'll still be kicking cans down the road, use whatever cliches you want. there's a bit of momentum finally in the right direction. there's economic momentum in the u.s. that will reduce some of the political pressure. the u.s. isn't europe and a deal isn't as urgent and won't be until 2013, but i think a little less polarized than it has been in obama's first term. >> on that optimistic note, thank you, all. we look forward -- it's a good way to say happy 2013. we will be back. ...and down. just use your maxperks card and get a case of x-9 paper for only 1-cent after maxperks rewards. find thousands of big deals now... ...at officemax. sfx- "sounds of african drum and flute" look who's back. again? it's embarrassing it's embarrassing! we can see you carl. we can totally see you. come on you're better than this...all that prowling around. yeah, you're the king of the jungle. have you thought about going vegan carl? hahaha!! you know folks who save hundreds of dollars by switching to geico sure are happy. how happy are they jimmy? happier than ante
will the fiscal challenges of the year, no, we'll still be kicking cans down the road, use whatever cliches you want. there's a bit of momentum finally in the right direction. there's economic momentum in the u.s. that will reduce some of the political pressure. the u.s. isn't europe and a deal isn't as urgent and won't be until 2013, but i think a little less polarized than it has been in obama's first term. >> on that optimistic note, thank you, all. we look forward -- it's a good way...
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Jan 8, 2013
01/13
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MSNBCW
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some are holding their fire and keeping their drive, i can cram some cliches in there. it's unusual to do an interview when you're awaiting confirmation. each chose their hometown paper to do it. i think, why do we care about this as a political story? will he be confirmed or not? >>> coming up next, talk more about the chuck hagel nomination with former security adviser zbigniew brzezinski. >>> sugar, obesity and disease. we'll bring in well-known dr. robert lustig for some of his disturbing findings. are you kidding me? heilemann, you're questioning this? >> no. i'd be eating a doughnut. a bear claw. >>> let's go to -- >> i used to love those things. let's go to bill karins with a check of the forecast. >> well, good morning, everyone. worst commute out there down from houston to galveston. we're seeing thunderstorms and watch out this afternoon, some strong tostorms and maybe a few tornadoes. storms moving out of the houston area and galveston will be the worst of it over the next hour or two. this area in yellow that does include austin, san antonio, brownsville and
some are holding their fire and keeping their drive, i can cram some cliches in there. it's unusual to do an interview when you're awaiting confirmation. each chose their hometown paper to do it. i think, why do we care about this as a political story? will he be confirmed or not? >>> coming up next, talk more about the chuck hagel nomination with former security adviser zbigniew brzezinski. >>> sugar, obesity and disease. we'll bring in well-known dr. robert lustig for some...
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Jan 29, 2013
01/13
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CSPAN2
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you have to have skip in the game, i know it's a cliche, but if you're not there present, then the asians question extraordinarily why you're going to come in when the stakes get much higher, and they don't even need to think out to the existential question of soviet -- chinese icbms just hoping for the good old days hoping things were much clearer, chinese icbms raining down on them and does the nuclear umbrella still hold? as you point out, we've already been doing offshore balancing even while being present because we've had the filipinos, the japanese come to us in these territorial disputes and say are you backing us up, and what are you doing? the administration's response has been we take no position on sovereignty issues, we want to see the status quo maintained, but it's up to you to solve it. now i think, ironically, the right position. it's not for us to defend ya pap's territory, but it is for us to understand how the balance of power in the region is changing, and by not reacting we are changing the actions of our allies. and china in each of theser the tore call disputes has
you have to have skip in the game, i know it's a cliche, but if you're not there present, then the asians question extraordinarily why you're going to come in when the stakes get much higher, and they don't even need to think out to the existential question of soviet -- chinese icbms just hoping for the good old days hoping things were much clearer, chinese icbms raining down on them and does the nuclear umbrella still hold? as you point out, we've already been doing offshore balancing even...